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Journey Advisory Group, LLC: COST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Journey Advisory Group, LLC on COST, newest first. How the timeline and the estimate are built.

Journey Advisory Group, LLC held 10,329 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,329 shares
    Change vs previous 13F +52 shares

    0.74% of the 13F portfolio, value $9,662,671.

    13F-HR 0001765380-26-000267 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,277 shares
    Change vs previous 13F -262 shares

    0.88% of the 13F portfolio, value $10,240,440.

    13F-HR 0001765380-26-000165 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,539 shares
    Change vs previous 13F -1,151 shares

    0.76% of the 13F portfolio, value $9,088,545.

    13F-HR 0001765380-26-000040 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,690 shares
    Change vs previous 13F -635 shares

    0.8% of the 13F portfolio, value $10,821,076.

    13F-HR 0001765380-25-000453 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,325 shares
    Change vs previous 13F -1,242 shares

    0.95% of the 13F portfolio, value $12,201,432.

    13F-HR 0001765380-25-000270 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,567 shares
    Change vs previous 13F +1,915 shares

    1.05% of the 13F portfolio, value $12,831,805.

    13F-HR 0001765380-25-000221 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,652 shares
    Change vs previous 13F 0 shares

    1.19% of the 13F portfolio, value $9,904,206.

    13F-HR 0001765380-25-000042 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,652 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $9,904,206.

    13F-HR 0001765380-24-000446 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).